Gallery

Retirement | gallery 29 Feb 16

With the tempo of pension reforms unlikely to slow, there are sure to be new pitfalls to avoid. But according to St James’s Place there are five retirement planning fundamentals that will remain. Use the arrows on the images below to find out what they are.

United Kingdom | gallery 23 Feb 16

Older consumers are a diverse population, with different beliefs, behaviours and needs, all of which affect the way in which they interact with money and financial services, according to a new discussion paper from the Financial Conduct Authority. So, what do IFAs need to take into account to meet their needs? Click through the pictures below to find out.

Investment | gallery 18 Feb 16

Retail and institutional investors share the view that financial professionals are falling short on the issues of fees, transparency, and performance, according to a new survey by the CFA Institute, the global association of investment professionals. The institute surveyed 3,312 retail investors from 10 countries and 502 institutional investors from six countries between October and November 2015.
Click on the arrows in the picture to see the main findings.

Europe | gallery 18 Feb 16

The precipitous falls seen on stock markets in recent weeks have opened up opportunities for brave managers of long term money, while at the same time ratcheting up the noise and negative sentiment in the round.

Retirement | gallery 15 Feb 16

Pensions are a tax efficient and flexible way to save towards retirement but time is running out in the UK to use this year’s allowance, says Sarah Lord, managing director of Killik Chartered Financial Planners.